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Original filing (PDF)20250925153013NAL0009912864001
HIGHSPOT, INC.
Form 5500
FILING_RECEIVED
HIGHSPOT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
475
Accounts w/ balance
893
Plan assets (EOY)
$55.9M
Net assets (EOY)
$55.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHSPOT, INC..
Plan sponsor
Name
HIGHSPOT, INC.
EIN
46-5072122
Address
2211 ELLIOTT AVE · SUITE 400 · SEATTLE, WA · 98121
Phone
(206) 535-2855
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISOR | $16K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER PS | 91-1194016 | — | ACCOUNTANT/AUDITOR | $20K | — |
Investments
27 direct securities · 1 pooled fund· $55.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$55.6M
27 holdings
Common Collective Trust
$274K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2055 Mutual Fund | — | — | — | $11.0M | 19.7% | |
| Fidelity Freedom 2060 Mutual Fund | — | — | — | $9.7M | 17.4% | |
| Fidelity Freedom 2050 Mutual Fund | — | — | — | $7.6M | 13.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $6.5M | 11.7% | |
| Fidelity Freedom 2045 Mutual Fund | — | — | — | $6.1M | 10.9% | |
| Fidelity Freedom 2040 Mutual Fund | — | — | — | $2.3M | 4.1% | |
| Fidelity Freedom Inc Mutual Fund ** 850 * Fidelity Freedom 2065 Mutual Fund | — | — | — | $1.9M | 3.4% | |
| Fidelity Freedom 2035 Mutual Fund | — | — | — | $1.8M | 3.3% | |
| Vanguard Information Technology Index Mutual Fund | — | — | — | $1.6M | 2.9% | |
| JP Morgan Large Cap Growth Mutual Fund | — | — | — | $1.4M | 2.4% | |
| Fidelity Freedom 2030 Mutual Fund | — | — | — | $1.4M | 2.4% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $1.3M | 2.4% | |
| MFS International Equity Mutual Fund | — | — | — | $577K | 1.0% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $567K | 1.0% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $440K | 0.8% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $358K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $274K | 0.5% | |
| MFS Value Mutual Fund | — | — | — | $266K | 0.5% | |
| Invesco Developed Market Mutual Fund | — | — | — | $203K | 0.4% | |
| Parnassus Core Equity Mutual Fund | — | — | — | $172K | 0.3% | |
| Fidelity Freedom 2025 Mutual Fund | — | — | — | $121K | 0.2% | |
| Macquarie Mid Cap Growth Fund Mutual Fund | — | — | — | $57K | 0.1% | |
| John Hancock Disciplined Value Mid Cap Mutual Fund | — | — | — | $54K | <0.1% | |
| Pimco Diversified Income Mutual Fund | — | — | — | $48K | <0.1% | |
| Cohen & Steers Realty Mutual Fund | — | — | — | $41K | <0.1% | |
| Fidelity Freedom 2010 Mutual Fund ** 708 * Fidelity Freedom 2020 Mutual Fund | — | — | — | $39K | <0.1% | |
| Victory Trivalent International Small Cap Mutual Fund | — | — | — | $16K | <0.1% | |
| Fidelity Government Money Market Mutual Fund | — | — | — | $3K | <0.1% |
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